The Jeffrey Matthews Financial Group, L.L.C.
Firm details
- Headquarters
- Florham Park, New Jersey
- CRD number
- 41282
- Registered since
- November 27, 1996
- Website
- www.jeffreymatthews.com
Firm profile
FINTRXOverview
The Jeffrey Matthews Financial Group, L.L.C. is organized as a limited liability company and has been SEC-registered since 1996. FINTRX classifies the firm as unclassified and lists the owner type as an individual. The dataset indicates the adviser does not act as a capital allocator and does not identify itself as an active ESG investor. Other advisory details, fee structure, and client segmentation were not provided in the source material.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 4
Jeffrey Halpert
President, CEOCRD 2072459
Louis Almerini
Chief Financial OfficerCRD 1605183
Maria Tsalis
Independent ContractorCRD 1946496
Contacts
3 of 33
Brian Visconti
Financial AdvisorCRD 5851551
Darrell Manning
Investment AdvisorCRD 5224772
Lyle Hatch
Registered RepresentativeCRD 500415
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Florham Park, NJ
Morris
Location
Florham Park, NJ
Headquartered in Florham Park, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Morris
- Address
- 30 B Vreeland Rd
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Ptr, Inc.
Broker-DealerCollingswood, NJ
Nylife Distributors LLC
Broker-DealerJersey City, NJ
Feldstein Financial Group, LLC
Broker-DealerBasking Ridge, NJ
Grodsky Associates, Inc.
Broker-DealerWest Orange, NJ
Loewen Securities
Broker-DealerOradell, NJ
The Winning Edge Financial Group
Broker-DealerClifton, NJ